Mackenzie Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
8,209
| – | – | ﹤0.01% | 1400 |
|
|
2025
Q1 | $285K | Hold |
8,209
| – | – | ﹤0.01% | 1392 |
|
|
2024
Q4 | $308K | Hold |
8,209
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q3 | $305K | Buy |
+8,209
| New | +$305K | ﹤0.01% | 1181 |
|
|
2022
Q4 | – | Sell |
-8,138
| Closed | -$291K | – | 1590 |
|
|
2022
Q3 | $291K | Sell |
8,138
-1,025
| -11% | -$36.7K | ﹤0.01% | 1103 |
|
|
2022
Q2 | $321K | Buy |
9,163
+1,727
| +23% | +$60.5K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $259K | Buy |
7,436
+735
| +11% | +$25.6K | ﹤0.01% | 1189 |
|
|
2021
Q4 | $243K | Sell |
6,701
-734
| -10% | -$26.6K | ﹤0.01% | 1244 |
|
|
2021
Q3 | $270K | Buy |
+7,435
| New | +$270K | ﹤0.01% | 1182 |
|